Joseph
Franco
Arkadios Wealth Advisors
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About this Advisor
Joseph Franco is a financial advisor who works in Forest Hill, Maryland with 1 year of industry experience. Franco is an advisor for Arkadios Wealth Advisors. Over the course of their career, they have held roles at Cairn University, Akers Financial Group, Arkadios Capital, Arkadios Wealth Advisors and Kalos Capital. Franco holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Arkadios Wealth Advisors is a financial advisory company that has its headquarters in Atlanta, GA. The firm has offices in 47 locations and a total of 140 people on staff. It handles $2 billion in total assets among its 8,782 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 8,782 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on the financial services. Fees billed by Arkadios Wealth Advisors most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Franco Work History
Joseph has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Akers Financial Group
Kalos Capital
Cairn University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Franco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arkadios Wealth Advisors
Waukesha, WI
Murfreesboro, TN
Atlanta, GA
Columbia, SC
Atlanta, GA
Angleton, TX
New Berlin, WI
Madison Lake, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
